1. Ready, Set, GoTransactions
April 4-5, The Four Seasons Baltimore

2. What are GoTransactions? System Settings Overview Help Me Decide Demo
Agenda
What are GoTransactions?
System Settings
Overview
Help Me Decide
Demo

3. GoTransactions at a Glance
Quick entry alternative to traditional invoice transaction methodology
Guided wizard approach with automatic and sequential dialogs that lead you through the transaction entry process
Added feature for customers working in UX 8.1 and MX R5.6
Based on the MX Shopping Cart framework-Relies on existing data in the customer record and existing setup as defaults during transaction entry

4. Application Parameters User UX Menu Roles Source Codes
System Settings
Application Parameters
User UX Menu Roles
Source Codes

5. Application Parameters
Validating payment control and closing batches
PABatch.ValidatePayment Control
PANightlyProcess.CloseNonWebBatches
Orphaned Shopping Cart Records
MX.CancelShoppingCartXNbrDays
Default Value=3 Days

6. Manage UX Roles Administration > Security >
Users > [select users] >
Manage UX Roles

7. Source Codes
Administration > UX Settings > Source Codes

8. MX Shopping Cart record GoTransactions batches
Overview
MX Shopping Cart record
GoTransactions batches
GoTransactions transaction types
Accessing GoTransactions
Anatomy of a GoTransactions shopping cart dialog form

9. MX Shopping Cart Record
Cart Status
Accounting Company
Source Code
Price List
Currency

10. Batches and Batch Controls
Standard GL Detail batch
Auto-create
GoTransactions = Yes
Batch currency and accounting company
Validate payment control – application parameters
Nightly process to automatically close – application parameters

11. Transaction Types Contributions Meetings Membership Product Sales
Subscriptions

12. Accessing GoTransactions
Account Record
Contact Record
Main Navigation Tiles
Fundraising
Events
Membership
Product Sales

13. Anatomy of a Gotransactions Shopping Cart
Toolbar
Header
Transaction Item Details

14. ShOpping Cart Toolbar Add Item Save & Pay Cancel More Options Add Item
Billing Address
Shipping Address

15. Shopping Cart header
Customer
Date = System Date
Promotion Code
Transaction Type
Freight – Required by User
Total Amount – includes calculated charges for all transaction details items, plus freight charges

16. Shopping Cart Transaction Item Details

17. Shopping Cart Save & Pay
Credit Card Payment
Check Payment
Pay Later

18. Other shopping Cart Considerations
Editing transaction items in the cart
Can only edit Meeting Registrations to add guests or sessions by double clicking registration line item
All other transactions must be deleted then re-added to be edited
Calculating tax
Tax is calculated automatically, based on the tax rate setup that matches the Customer’s ShipTo address
Multi-jurisdictional taxes are supported
Exceptions: Meeting Registration taxes are based on the Meeting Location address, where multi-jurisdictional taxes are not supported.
Freight Charges
Freight can be selected from the Freight drop-down in the cart header
A freight must always be selected. If freight is $0, no freight transaction line item will be added to the invoice

19. Other Shopping Cart Considerations (continued)
Promotion Codes
Promotions can be added via the Promotion lookup in the cart header
Only one Promo Code can be applied per cart
Meeting and Product-Specific promotions are supported
Billing Address
Billing Address is the Customer’s BillTo address
Uses PAInvoice.BillToAddressType.Default application parameter
BillTo Parent is supported
Can edit Billing Address in ‘More Options’ form
Shipping Address
Shipping Address is the Customer’s ShipTo address
Uses PAInvoice.ShipToAddressType.Default application parameter
Can edit Shipping Address in ‘More Options’ form

20. Meeting Registrations Membership Product Sales Subscriptions
Help Me Decide
Contributions
Meeting Registrations
Membership
Product Sales
Subscriptions

21. Gotransactions Contributions
Transaction Type
GoTransactions
UX Invoice
Contributions
Contribution Types
Monetary Contribution 
Monetary Pledge
Recurring Gift
Gift-in-Kind
Enter Tribute During Transactions Entry

22. GoTransactions meetings
Transaction Type
GoTransactions
UX Invoice
Meetings
Single Currency Meeting Setup 
Group Registration Pricing
No Guests
Single Guest from DB
Multiple Guests from DB
Registrations
Override Default Pricing
Meeting Waitlist
Guests not in DB
Packaged and Restricted
Edit Default Badge Name
Sessions
Override Default Pricing or Quantity
Session Waitlist

23. GoTransactions: Membership
Transaction Type
GoTransactions
UX Invoice
Membership
Benefit Packages 
Override Default Join Date, Pricing or Quantity
Rate Types
Quantity
Volume
Factor
Installments
Single
Multiple
Chapter Benefits
Default Chapter Defined in Rate Setup
No Chapter Defined in Rate Setup

24. GoTransactions: Subscriptions
Transaction Type
GoTransactions
UX Invoice
Subscriptions
Override Default Join Date, Pricing or Quantity 
Rate Type
Quantity
Volume
Factor
Installments
Single
Multiple

25. GoTransactions: Product Sales
Transaction Type
GoTransactions
UX Invoice
Product Sales
Single Currency Product Setup 
Multi Currency Product Setup
Override Default Pricing
Freight Shopper
Sales Non-Inventory
Sales Inventory
Internal
Integrated

26. GoTransactions Live DeMO

27. Questions?

28. Contact US